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Estate Planning Orgainzer
The Estate Planning Organizer will help you prepare to meet with your attorney and plan your estate. You can save thousands of dollars in attorney's fees by being prepared and organized before meeting with your attorney.
Estate planning is a gift to the loved ones you will leave behind. It makes the transistion easy for them and helps preserve family harmony. Estate planning can also save thousands of dollars in estate taxes, court costs, probate fees and attorney's fees. Preserve the legacy you have created for your family by planning your estate.
The Estate Planning Organizer is the ideal guide to help you begin planning your estate. Not only can it help you get your documents and information organized, but it is also a valuable resource of estate planning information.
You can educate yourself about financial and estate planning before meeting with your attorney and reduce the time your attorney will have to spend educating you about the estate planning process.
Protect your family by making your passing easer on them. The Estate Planning Organizer is the ideal tool to help you begin the estate planning process.
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The step-by-step
Estate Planning Organizer
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"I have clear instructions for my children after I am gone."
"Because of the Estate Planning Organizer I know that the family I leave behind are provided for in the best possible way and all of the important information my children need will be in one place and in an organized manner."
Bill Robertson
Maine
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The step-by-step Estate Planning Organizer
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Section 1: Information For Survivors
1) Location of vital documents (will, living trust, birth, death, marriage, divorce, and adoption).
Without knowing where this information is located your trustee or executor could waste a lot of time and possibly delay probate.
2) Location of deeds and asset information.
After my mother filled in this information, my sister and I realized that she had a few places unknown to us where she stored assets and certain bank accounts. There were even a few accounts that we did not even know existed.
Section 2: What To Do When Someone Dies
The "What To Do When Someone Dies" section is to be completed by the surviving spouse or the executor/trustee after your death. This section is designed to collect and organize the critical information about your affairs so that the work and expense with your attorney and accountant can be minimized.
Section 3: Estate Planning: Planning and Preparing
50 Questions Answered In This Section
What is estate planning?
Why is it important to prepare an estate plan?
When should I prepare an estate plan?
What are my main options in estate planning?
What is the difference between a will and a living trust?
How can I determine whether a will or living trust is better for me?
What is probate?
Why will my family have to go through probate with just a will?
Who is responsible for probate?
Should I try to avoid probate?
What are the different ways I can avoid probate?
How expensive and time consuming can probate be?
What is joint tenancy and can probate be avoided through joint tenancy?
Should I hold my property jointly with my children?
What is a living trust?
What are the advantages of a living trust?
If I set up a living trust is a will also required?
How do assets avoid going through probate with a living trust?
Will congress eliminate probate?
Who should prepare your living trust?
What makes a well drafted living trust?
What are the benefits of a living trust for estates over $1,000,000?
What are the benefits of a living trust for estates under $1,000,000?
Is a living trust valid in all 50 states?
How do I handle my out of state property?
What name do we assign to our living trust?
Do I have to register my living trust?
What should I pay for a living trust?
Is it harder to contest a living trust than a will?
Can I have a living trust if I am single and not married?
Can I provide for my grandchildren with a living trust?
How can I reduce if not eliminate estate taxes with a living trust?
Is it hard for my children to settle a living trust?
What if my child is handicapped, how can a living trust help them?
If I do not want my child's spouse to receive any part of the estate how can the trust help me?
What happens to our IRA's with a living trust?
Will a living trust protect my estate if I have to go to a nursing home?
Will my taxes change if I have a living trust?
Can I still buy, sell, borrow or transfer my assets myself with a living trust?
Who manages the living trust?
Will a living trust protect me against my creditors?
Who should I name as a trustee to manage my assets after death?
If my child dies can I leave my estate to my grandchild and how?
What happens if my children divorce, can their spouse get part of my estate?
Can I leave my estate to charity?
How can I make sure certain people do not receive part of my estate?
How can I change or update my living trust?
Should I name my children as trustees of my trust?
Is my successor trustee liable for the debts inside the living trust?
Is it hard to add my assets into the living trust?
Section 4: The Estate Planning Organizer
Learn:
What documents to bring with you to your attorney
How to calculate and organize your assets for estate tax purposes
How to distribute your estate (personal affects and major assets) and much more.
Discuss and Decide:
Who will manage your estate after you are gone
Who will take care of your health care needs if you cannot
Who will be your power of attorney if you are incapacitated
Who will be the guardian for your minor children
Individuals to disinherit
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